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Goelzer Investment Management’s Globe Life GL Stock Holding History

Goelzer Investment Management’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,963
Closed -$317K – 219
2020
Q3 		$317K Sell
3,963
-80
-2% -$6.39K 0.03% 215
2020
Q2 		$300K Buy
4,043
+75
+2% +$5.69K 0.03% 210
2020
Q1 		$286K Buy
3,968
+50
+1% +$4.71K 0.03% 217
2019
Q4 		$412K Sell
3,918
-725
-16% -$72.3K 0.04% 207
2019
Q3 		$445K Sell
4,643
-748
-14% -$67.9K 0.04% 197
2019
Q2 		$482K Hold
5,391
– – 0.04% 197
2019
Q1 		$442K Buy
5,391
+300
+6% +$24.5K 0.04% 216
2018
Q4 		$379K Sell
5,091
-86
-2% -$7.15K 0.05% 174
2018
Q3 		$449K Hold
5,177
– – 0.05% 171
2018
Q2 		$421K Sell
5,177
-475
-8% -$40.3K 0.05% 171
2018
Q1 		$476K Sell
5,652
-950
-14% -$83.1K 0.06% 167
2017
Q4 		$599K Hold
6,602
– – 0.07% 162
2017
Q3 		$529K Hold
6,602
– – 0.06% 159
2017
Q2 		$505K Hold
6,602
– – 0.06% 157
2017
Q1 		$509K Sell
6,602
-2,250
-25% -$171K 0.06% 156
2016
Q4 		$653K Sell
8,852
-270
-3% -$18.5K 0.08% 156
2016
Q3 		$583K Hold
9,122
– – 0.08% 160
2016
Q2 		$564K Sell
9,122
-486
-5% -$28.4K 0.08% 162
2016
Q1 		$520K Sell
9,608
-250
-3% -$13.3K 0.07% 161
2015
Q4 		$563K Sell
9,858
-100
-1% -$5.86K 0.08% 162
2015
Q3 		$562K Hold
9,958
– – 0.09% 156
2015
Q2 		$580K Hold
9,958
– – 0.09% 156
2015
Q1 		$547K Sell
9,958
-200
-2% -$10.6K 0.08% 154
2014
Q4 		$550K Hold
10,158
– – 0.08% 154
2014
Q3 		$532K Sell
10,158
-3
-0% -$162 0.09% 155
2014
Q2 		$555K Hold
10,161
– – 0.09% 153
2014
Q1 		$533K Sell
10,161
-825
-8% -$42.4K 0.1% 152
2013
Q4 		$572K Hold
10,986
– – 0.1% 150
2013
Q3 		$530K Sell
10,986
-99,114
-90% -$4.66M 0.11% 149
2013
Q2 		$4.78M Buy
+110,100
New +$4.61M 0.51% 97

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Goelzer Investment Management's GL Position: Q4 2020 in Review

Goelzer Investment Management sold out of Globe Life (GL) in Q4 2020, closing a stake of 3,963 shares — an estimated $317K sold.

Goelzer Investment Management first reported a position in GL in Q2 2013 and held it in 30 quarters. The position peaked at $4.78M in Q2 2013. 493 funds tracked by Wall St. Rank hold GL as of Q4 2020.

  • Goelzer Investment Management reported no remaining Globe Life position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 3,963 Globe Life shares in Q4 2020, an estimated $317K.
  • Goelzer Investment Management first reported a position in Globe Life in Q2 2013 and held it in 30 quarters.
  • Goelzer Investment Management's Globe Life position peaked at $4.78M in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Globe Life as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.